Purchases and Sales Made in Q1 2023 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
3.31K
+ 0.41%
$173K - $185K
807K $48.5M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
3.31K
+ 11.4%
$173K - $184K
32.4K $1.95M
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
3.29K
+ 45.29%
$172K - $183K
10.6K $636K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.27K
+ 4.96%
$171K - $182K
69.2K $4.17M
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
3.25K
+ 1.81%
$169K - $181K
182K $11M
Apr 24, 2023 Q1 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
3.23K
New
$168K - $180K
3.23K $194K
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
3.15K
+ 4.84%
$164K - $176K
68.3K $4.11M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.06K
+ 72.74%
$160K - $170K
7.27K $437K
May 10, 2023 Q1 2023
Biechele Royce Advisors

BUY
 -
3.06K
+ 51.86%
$160K - $170K
8.96K $539K
Apr 05, 2023 Q1 2023
Somerset Trust CO

BUY
 -
2.89K
+ 28.13%
$151K - $161K
13.2K $791K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
2.81K
+ 24.54%
$146K - $156K
14.2K $857K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.78K
+ 5.24%
$145K - $155K
55.9K $3.36M
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
2.76K
+ 151.4%
$144K - $154K
4.58K $275K
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
2.7K
+ 44.93%
$141K - $150K
8.71K $524K
May 09, 2023 Q1 2023
Archer Investment Corp

BUY
 -
2.64K
New
$137K - $147K
2.64K $159K
Apr 06, 2023 Q1 2023
Crestmont Private Wealth LLC

BUY
 -
2.6K
+ 24.98%
$136K - $145K
13K $783K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.5K
+ 229.03%
$130K - $139K
3.59K $216K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.48K
+ 29.41%
$129K - $138K
10.9K $657K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
2.45K
+ 19.8%
$128K - $136K
14.8K $891K
May 04, 2023 Q1 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
2.41K
+ 9.32%
$125K - $134K
28.2K $1.7M
May 03, 2023 Q1 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
2.4K
+ 38.6%
$125K - $134K
8.62K $518K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.38K
+ 7.65%
$124K - $132K
33.5K $2.01M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
2.38K
+ 14.38%
$124K - $132K
18.9K $1.14M
Apr 14, 2023 Q1 2023
Mcia Inc

BUY
 -
2.25K
+ 52.91%
$117K - $125K
6.51K $391K
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
2.23K
+ 38.61%
$116K - $124K
8.01K $482K
Apr 28, 2023 Q1 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
2.17K
+ 5.51%
$113K - $121K
41.6K $2.5M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.14K
+ 15.49%
$112K - $119K
16K $960K
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
2.14K
+ 33.1%
$111K - $119K
8.59K $517K
Apr 21, 2023 Q1 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
2.11K
+ 0.66%
$110K - $117K
322K $19.4M
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
2.08K
+ 4.45%
$108K - $116K
48.8K $2.94M
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
2.01K
+ 6.97%
$105K - $112K
30.9K $1.86M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.98K
New
$103K - $110K
1.98K $119K
Apr 18, 2023 Q1 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
1.9K
+ 8.62%
$99K - $106K
23.9K $1.44M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.86K
+ 26.2%
$97.1K - $104K
8.97K $540K
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.86K
+ 4.11%
$97.1K - $104K
47.2K $2.84M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
1.85K
+ 3.74%
$96.4K - $103K
51.3K $3.09M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
1.81K
+ 18.4%
$94.3K - $101K
11.6K $700K
Apr 13, 2023 Q1 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
1.81K
+ 48.08%
$94.2K - $101K
5.57K $335K
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
1.76K
+ 44.7%
$92K - $98.3K
5.71K $344K
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
1.76K
+ 2.66%
$91.5K - $97.8K
67.8K $4.08M
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.62K
+ 14.32%
$84.2K - $90K
12.9K $776K
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
1.6K
New
$83.4K - $89.1K
1.6K $96.3K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
1.6K
+ 2758.62%
$83.4K - $89.1K
1.66K $99.7K
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
1.54K
+ 6.51%
$80.2K - $85.7K
25.2K $1.51M
May 03, 2023 Q1 2023
Gables Capital Management Inc.

BUY
 -
1.54K
+ 5.43%
$80K - $85.5K
29.8K $1.79M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
1.47K
+ 58.25%
$76.4K - $81.6K
3.98K $239K
May 02, 2023 Q1 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
1.42K
+ 30.48%
$73.8K - $78.9K
6.06K $365K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.41K
+ 6.49%
$73.5K - $78.5K
23.1K $1.39M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
1.38K
+ 2.02%
$72.1K - $77.1K
69.8K $4.2M

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